Creative Planning’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
8,408
+136
| +2% | +$42.7K | ﹤0.01% | 1116 |
|
|
2025
Q1 | $2.17M | Buy |
8,272
+1,006
| +14% | +$264K | ﹤0.01% | 1121 |
|
|
2024
Q4 | $1.9M | Buy |
7,266
+158
| +2% | +$41.2K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $1.65M | Sell |
7,108
-322
| -4% | -$74.9K | ﹤0.01% | 1186 |
|
|
2024
Q2 | $1.5M | Buy |
7,430
+1,928
| +35% | +$389K | ﹤0.01% | 1143 |
|
|
2024
Q1 | $943K | Buy |
5,502
+725
| +15% | +$124K | ﹤0.01% | 1369 |
|
|
2023
Q4 | $1.04M | Buy |
4,777
+2,748
| +135% | +$596K | ﹤0.01% | 1207 |
|
|
2023
Q3 | $324K | Buy |
2,029
+1,176
| +138% | +$188K | ﹤0.01% | 1868 |
|
|
2023
Q2 | $246K | Sell |
853
-52
| -6% | -$15K | ﹤0.01% | 2052 |
|
|
2023
Q1 | $289K | Buy |
905
+216
| +31% | +$68.9K | ﹤0.01% | 1844 |
|
|
2022
Q4 | $203K | Buy |
+689
| New | +$203K | ﹤0.01% | 1999 |
|
|
2017
Q3 | – | Sell |
-6
| Closed | – | – | 3139 |
|
|
2017
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 4612 |
|
|
2017
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4635 |
|
|
2016
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4554 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$4K | – | 4321 |
|
|
2015
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 3725 |
|
|
2015
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3774 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$3K | – | 2385 |
|
|
2015
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 3673 |
|
|
2014
Q4 | $5K | Sell |
100
-55
| -35% | -$2.75K | ﹤0.01% | 3436 |
|
|
2014
Q3 | $6K | Buy |
+155
| New | +$6K | ﹤0.01% | 3158 |
|